See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,662 | $165,335-11.3% | $149,696-2.0% | $158,922-7.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.48% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $15,512 | $5,103+204.0% | $4,644+234.0% | $4,761+225.8% |
| Participant deferral / active EE | $10,268 | $7,181+43.0% | $6,842+50.1% | $5,982+71.6% |
| Admin fee / account holder | $799 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |